Bartlett & Co Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $108K | Sell |
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|
2025
Q2 | $94.4K | Buy |
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|
2025
Q1 | $75.1K | Buy |
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|
2024
Q4 | $60.4K | Hold |
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|
2024
Q3 | $60.6K | Hold |
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|
2024
Q2 | $53.6K | Sell |
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|
2024
Q1 | $61.9K | Hold |
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|
2023
Q4 | $57.6K | Hold |
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|
2023
Q3 | $51.5K | Buy |
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|
2023
Q2 | $46.7K | Hold |
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|
2023
Q1 | $47.9K | Hold |
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|
2022
Q4 | $44.3K | Sell |
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|
2022
Q3 | $70.6K | Buy |
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|
2022
Q2 | $42.8K | Hold |
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|
2022
Q1 | $46K | Buy |
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